Legacy Advisors, LLC
PLYMOUTH MEETING PA · SEC CIK 0001720969
$10.76亿2026Q1 申报市值
279持仓数
57.1%前十大占比 · 第一大 22.0%
16 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$1,616.26万
VYMI 加仓+$522.34万
IJR 加仓+$418.93万
GQGU 加仓+$330.02万
QLTY 加仓+$130.28万
2026Q1 卖出最多 按季末市值估算
MTZ 减仓-$9,226.06万
AMTM 减仓-$1,956.03万
CVLC 清仓-$973.58万
IVV 减仓-$181.07万
AAPL 减仓-$116.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $98.99万 | 0.09% | 6,853 | -342 | -4.8% | -$4.94万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $99.01万 | 0.09% | 17,873 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $99.60万 | 0.09% | 7,998 | 127 | 1.6% | $1.58万 | 加仓 |
| GE | GE AEROSPACE | $103.02万 | 0.10% | 3,625 | 475 | 15.1% | $13.50万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $107.15万 | 0.10% | 51,615 | -15 | -0.0% | -$311 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $107.62万 | 0.10% | 21,280 | 985 | 4.9% | $4.98万 | 加仓 |
| CNO | CNO FINL GROUP INC | $108.20万 | 0.10% | 26,351 | -617 | -2.3% | -$2.53万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $109.37万 | 0.10% | 51,689 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $109.58万 | 0.10% | 53,508 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $109.66万 | 0.10% | 1,256 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $110.66万 | 0.10% | 8,446 | -4 | -0.0% | -$524 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $110.86万 | 0.10% | 11,067 | -110 | -1.0% | -$1.10万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $112.78万 | 0.10% | 15,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $114.43万 | 0.11% | 11,873 | -560 | -4.5% | -$5.40万 | 减仓 |
| ORCL | ORACLE CORP | $115.45万 | 0.11% | 7,848 | -673 | -7.9% | -$9.90万 | 减仓 |
| HD | HOME DEPOT INC | $118.63万 | 0.11% | 3,607 | -248 | -6.4% | -$8.16万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $121.07万 | 0.11% | 16,441 | 6,252 | 61.4% | $46.04万 | 加仓 |
| VG | VENTURE GLOBAL INC | $121.93万 | 0.11% | 77,365 | 86 | 0.1% | $1,355 | 加仓 |
| GWW | WW GRAINGER INC | $122.61万 | 0.11% | 1,124 | -9 | -0.8% | -$9,817 | 减仓 |
| LRCX | LAM RESEARCH CORP | $126.55万 | 0.12% | 5,916 | -70 | -1.2% | -$1.50万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $127.68万 | 0.12% | 2,633 | 11 | 0.4% | $5,334 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $129.07万 | 0.12% | 8,803 | -2,763 | -23.9% | -$40.51万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $131.03万 | 0.12% | 34,105 | 8,954 | 35.6% | $34.40万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $132.82万 | 0.12% | 4,391 | 4 | 0.1% | $1,210 | 加仓 |
| AMAT | APPLIED MATLS INC | $132.89万 | 0.12% | 3,888 | -80 | -2.0% | -$2.73万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $134.80万 | 0.13% | 2,698 | -256 | -8.7% | -$12.79万 | 减仓 |
| IVE | ISHARES TR | $136.87万 | 0.13% | 6,482 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $138.29万 | 0.13% | 27,718 | 2,971 | 12.0% | $14.82万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $138.50万 | 0.13% | 11,039 | -4 | -0.0% | -$502 | 减仓 |
| NVR | NVR INC | $139.70万 | 0.13% | 212 | 1 | 0.5% | $6,590 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $140.46万 | 0.13% | 4,894 | -12 | -0.2% | -$3,444 | 减仓 |
| IJH | ISHARES TR | $142.11万 | 0.13% | 21,044 | 308 | 1.5% | $2.08万 | 加仓 |
| EFX | EQUIFAX INC | $144.79万 | 0.13% | 8,041 | 110 | 1.4% | $1.98万 | 加仓 |
| ACWX | ISHARES TR | $146.74万 | 0.14% | 21,431 | -794 | -3.6% | -$5.44万 | 减仓 |
| NFLX | NETFLIX INC. | $147.69万 | 0.14% | 15,360 | -141 | -0.9% | -$1.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $148.19万 | 0.14% | 7,162 | -546 | -7.1% | -$11.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $149.23万 | 0.14% | 3,237 | -1 | -0.0% | -$461 | 减仓 |
| EFA | ISHARES TR | $150.55万 | 0.14% | 15,500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $154.63万 | 0.14% | 4,395 | -63 | -1.4% | -$2.22万 | 减仓 |
| ITOT | ISHARES TR | $154.78万 | 0.14% | 10,867 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $155.05万 | 0.14% | 7,257 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $156.55万 | 0.15% | 7,979 | 1,105 | 16.1% | $21.68万 | 加仓 |
| V | VISA INC | $161.14万 | 0.15% | 5,331 | -602 | -10.1% | -$18.20万 | 减仓 |
| LLY | ELI LILLY & CO | $163.15万 | 0.15% | 1,774 | -394 | -18.2% | -$36.23万 | 减仓 |
| BAC | BANK AMERICA CORP | $169.31万 | 0.16% | 34,730 | -615 | -1.7% | -$3.00万 | 减仓 |
| APH | AMPHENOL CORP | $173.25万 | 0.16% | 13,685 | 100 | 0.7% | $1.27万 | 加仓 |
| IWM | ISHARES TR | $175.24万 | 0.16% | 7,066 | -504 | -6.7% | -$12.50万 | 减仓 |
| IVW | ISHARES TR | $175.91万 | 0.16% | 15,552 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $176.99万 | 0.16% | 11,397 | -26 | -0.2% | -$4,038 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $189.53万 | 0.18% | 9,108 | -23 | -0.3% | -$4,786 | 减仓 |
| ABT | ABBOTT LABORATORIES | $192.18万 | 0.18% | 18,718 | -810 | -4.1% | -$8.32万 | 减仓 |
| VV | VANGUARD INDEX FDS | $194.34万 | 0.18% | 6,503 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $196.37万 | 0.18% | 101,747 | -7,165 | -6.6% | -$13.83万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $196.39万 | 0.18% | 4,150 | -21 | -0.5% | -$9,938 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $212.84万 | 0.20% | 2,136 | -90 | -4.0% | -$8.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $223.64万 | 0.21% | 5,120 | 1,805 | 54.4% | $78.84万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $226.20万 | 0.21% | 18,077 | 97 | 0.5% | $1.21万 | 加仓 |
| WMB | WILLIAMS COS INC | $230.37万 | 0.21% | 31,652 | -5,130 | -13.9% | -$37.34万 | 减仓 |
| AVGO | BROADCOM INC | $248.37万 | 0.23% | 8,025 | 528 | 7.0% | $16.34万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $256.12万 | 0.24% | 31,241 | 2,713 | 9.5% | $22.24万 | 加仓 |
| VB | VANGUARD INDEX FDS | $256.26万 | 0.24% | 9,784 | -907 | -8.5% | -$23.76万 | 减仓 |
| — | EXXON MOBIL CORP | $311.99万 | 0.29% | 18,389 | -176 | -0.9% | -$2.99万 | 减仓 |
| SDY | SPDR SERIES TRUST | $314.79万 | 0.29% | 21,570 | -115 | -0.5% | -$1.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $323.41万 | 0.30% | 9,544 | 482 | 5.3% | $16.33万 | 加仓 |
| MELI | MERCADOLIBRE INC | $325.65万 | 0.30% | 1,883 | 14 | 0.7% | $2.42万 | 加仓 |
| ABBV | ABBVIE INC | $331.17万 | 0.31% | 15,227 | -425 | -2.7% | -$9.24万 | 减仓 |
| GLD | SPDR GOLD TR | $335.02万 | 0.31% | 7,786 | -2 | -0.0% | -$861 | 减仓 |
| VO | VANGUARD INDEX FDS | $364.98万 | 0.34% | 12,709 | -566 | -4.3% | -$16.25万 | 减仓 |
| MCD | MCDONALDS CORP | $413.02万 | 0.38% | 13,289 | -106 | -0.8% | -$3.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $447.38万 | 0.42% | 118,229 | 844 | 0.7% | $3.19万 | 加仓 |
| RBLX | ROBLOX CORP | $492.74万 | 0.46% | 87,118 | 885 | 1.0% | $5.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $493.51万 | 0.46% | 16,777 | -729 | -4.2% | -$21.44万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $516.50万 | 0.48% | 34,875 | 429 | 1.2% | $6.35万 | 加仓 |
| TSLA | TESLA INC | $529.76万 | 0.49% | 14,250 | 490 | 3.6% | $18.22万 | 加仓 |
| FULT | FULTON FINL CORP PA | $571.77万 | 0.53% | 281,104 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $636.71万 | 0.59% | 207,532 | 2,248 | 1.1% | $6.90万 | 加仓 |
| BSY | BENTLEY SYS INC | $682.47万 | 0.63% | 194,325 | 339 | 0.2% | $1.19万 | 加仓 |
| IWF | ISHARES TR | $682.71万 | 0.63% | 16,011 | -167 | -1.0% | -$7.12万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $719.46万 | 0.67% | 100,023 | -50 | -0.0% | -$3,596 | 减仓 |
| GOOG | ALPHABET INC | $770.64万 | 0.72% | 29,336 | -162 | -0.5% | -$4.26万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $817.80万 | 0.76% | 86,778 | 55,427 | 176.8% | $522.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $863.67万 | 0.80% | 35,333 | 1,656 | 4.9% | $40.48万 | 加仓 |
| OEF | ISHARES TR | $872.08万 | 0.81% | 27,418 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $888.08万 | 0.83% | 115,171 | -2,484 | -2.1% | -$19.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $926.28万 | 0.86% | 238,363 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $972.69万 | 0.90% | 16,852 | 361 | 2.2% | $20.84万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $982.60万 | 0.91% | 15,932 | 10 | 0.1% | $6,167 | 加仓 |
| NVDA | NVIDIA CORPORATION | $995.87万 | 0.93% | 57,100 | -1,498 | -2.6% | -$26.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,116.12万 | 1.04% | 23,291 | -424 | -1.8% | -$20.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,204.80万 | 1.12% | 32,547 | 828 | 2.6% | $30.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1,287.94万 | 1.20% | 61,840 | -184 | -0.3% | -$3.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,323.54万 | 1.23% | 41,256 | 2,851 | 7.4% | $91.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,364.59万 | 1.27% | 102,678 | -118 | -0.1% | -$1.57万 | 减仓 |
| VERX | VERTEX INC | $1,597.75万 | 1.49% | 1,343,779 | -60 | -0.0% | -$713 | 减仓 |
| GOOGL | ALPHABET INC | $1,632.68万 | 1.52% | 56,777 | -2,205 | -3.7% | -$63.41万 | 减仓 |
| META | META PLATFORMS INC | $1,668.10万 | 1.55% | 29,156 | 36 | 0.1% | $2.06万 | 加仓 |
| IWR | ISHARES TR | $2,062.22万 | 1.92% | 212,098 | 1,196 | 0.6% | $11.63万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $2,578.23万 | 2.40% | 958,094 | 122,640 | 14.7% | $330.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,596.39万 | 2.41% | 39,924 | 45 | 0.1% | $2.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,009.27万 | 2.80% | 50,360 | 27,048 | 116.0% | $1,616.26万 | 加仓 |